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Sherman Oaks - Insurance |
Specialties: Life - D I- Health - LTC -Group - Family Business |
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Frank TaylorCLU - ChFC - CLTC - CFBS - Franklin J. Taylor Insurance & Financial Services
Advisor to business owners, professionals, and their key advisors re:family succession planning,retirement and estate protection w/ life,DI,long term care,buy-sell,key man & health insurance.Chartered Life Underwriter (CLU),Accredited Estate Planner (AEP),Family Bus.Specialist(CFBS), Certied Long Term Care Specialist (CLTC).
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(818)990-0446
(818)990-0448 Fax
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4454 Van Nuys Blvd
Sherman Oaks, CA 91403-6426 -
MAP
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| Profession |
Insurance |
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| Specialty |
Life - D I- Health - LTC -Group - Family Business |
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| Group |
ENC2 [GLIT - EC] |
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| Business Name |
Franklin J. Taylor Insurance & Financial Services |
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| Title |
CLU - ChFC - CLTC - CFBS |
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| Address |
4454 Van Nuys Blvd
Suite 211
Sherman Oaks, CA 91403-6426
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| Work Phone |
(818)990-0446 x203 |
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| Fax |
(818)990-0448 |
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| Web Site |
www.ftaylorinsurance.com |
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| Linked In |
View Profile |
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| Member 1-Sheet |
Click to view
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| Member Since |
8/2003
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We have been servicing our clients for over 25 years, advising the closely held and family business marketplace as well as individuals that want to have their various coverages at one location. We represent over 30 carriers but do have many of our lifetime coverages with Mass Mutual, which has a special servicing unit with us for that business.
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Retirement Planning, Estate Planning, Family Business Succession Planning.
Advising and Protecting Personal, Family, Retirement, Estates or Businesses with Life, Disablity, Health,Annuities and Long Term Care Insurance.
Family Business Succession Planning
Employee Benefits
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Business owners, executives, and professionals who need expertise in coordinating their company planning with their personal planning or desire to transfer their wealth and business to their heirs with little to no tax consequences.
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Closely Held Businesses(50 employeees and under)
Family Businesses
Execututives and Professionals
High Net Worth Indidviduals
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Information Not Available
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| Member 1-Sheet |
Click to view
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| Social Clubs |
The Beach Club
Los Angeles Country Club
Sigma Chi Alumni Assoc
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| Charities |
Water Buffalo Club
MDRT Foundation
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| Graduate Degrees |
MBA-USC
American College-CLU, ChFC, CLTC, CFBS, AEP
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| College Degrees |
B.S. USC School of Business (Finance)
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Speaking/Teaching
Experience |
C.E.Instructor to CPA's-LTC
Radio
USC Marshall School of Bus.
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| Organizations |
MDRT, AALU, Soc.of Financial Professionals, Athletes Touch
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| License Number |
0593357
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